ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,063 shares; 2024Q4: 178,899 shares; 2025Q1: 169,038 shares; 2025Q2: 192,900 shares; 2025Q3: 202,695 shares; 2025Q4: 210,305 shares; 2026Q1: 216,296 shares; 2026Q2: 224,371 shares 224,371 $36.9M 12.47% +8,075 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,852 shares; 2024Q4: 219,578 shares; 2025Q1: 233,496 shares; 2025Q2: 215,655 shares; 2025Q3: 246,835 shares; 2025Q4: 259,156 shares; 2026Q1: 267,257 shares; 2026Q2: 274,303 shares 274,303 $24.4M 8.26% +7,046 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 402,007 shares; 2024Q4: 383,779 shares; 2025Q1: 389,464 shares; 2025Q2: 397,638 shares; 2025Q3: 408,142 shares; 2025Q4: 399,223 shares; 2026Q1: 403,552 shares; 2026Q2: 399,674 shares 399,674 $17.7M 6% -3,878 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,025 shares; 2024Q4: 302,866 shares; 2025Q1: 363,419 shares; 2025Q2: 350,705 shares; 2025Q3: 365,089 shares; 2025Q4: 381,498 shares; 2026Q1: 396,178 shares; 2026Q2: 400,452 shares 400,452 $16.3M 5.51% +4,274 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,023 shares; 2024Q4: 211,568 shares; 2025Q1: 227,118 shares; 2025Q2: 256,764 shares; 2025Q3: 247,212 shares; 2025Q4: 235,150 shares; 2026Q1: 231,609 shares; 2026Q2: 227,131 shares 227,131 $16.2M 5.48% -4,478 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,698 shares; 2024Q4: 148,215 shares; 2025Q1: 164,845 shares; 2025Q2: 181,686 shares; 2025Q3: 202,964 shares; 2025Q4: 231,216 shares; 2026Q1: 256,069 shares; 2026Q2: 266,914 shares 266,914 $15.7M 5.33% +10,845 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,669 shares; 2024Q4: 111,542 shares; 2025Q1: 159,487 shares; 2025Q2: 128,926 shares; 2025Q3: 133,528 shares; 2025Q4: 138,311 shares; 2026Q1: 140,608 shares; 2026Q2: 148,229 shares 148,229 $15.3M 5.17% +7,621 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,470 shares; 2024Q4: 15,472 shares; 2025Q1: 36,689 shares; 2025Q2: 36,544 shares; 2025Q3: 37,576 shares; 2025Q4: 35,620 shares; 2026Q1: 37,380 shares; 2026Q2: 36,447 shares 36,447 $13.5M 4.56% -933 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,219 shares; 2026Q2: 75,996 shares 75,996 $8.9M 3.01% +9,777 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,912 shares; 2024Q4: 127,403 shares; 2025Q1: 131,228 shares; 2025Q2: 214,091 shares; 2025Q3: 244,413 shares; 2025Q4: 256,062 shares; 2026Q1: 268,258 shares; 2026Q2: 273,176 shares 273,176 $7.97M 2.7% +4,918 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,024 shares; 2024Q4: 96,841 shares; 2025Q1: 94,105 shares; 2025Q2: 214,677 shares; 2025Q3: 208,591 shares; 2025Q4: 199,325 shares; 2026Q1: 199,108 shares; 2026Q2: 197,819 shares 197,819 $7.94M 2.69% -1,289 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,550 shares; 2024Q4: 86,648 shares; 2025Q1: 82,469 shares; 2025Q2: 163,131 shares; 2025Q3: 162,776 shares; 2025Q4: 156,056 shares; 2026Q1: 155,186 shares; 2026Q2: 154,240 shares 154,240 $7.77M 2.63% -946 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,920 shares; 2024Q4: 66,774 shares; 2025Q1: 75,251 shares; 2025Q2: 92,577 shares; 2025Q3: 112,273 shares; 2025Q4: 124,386 shares; 2026Q1: 149,518 shares; 2026Q2: 161,754 shares 161,754 $7.72M 2.61% +12,236 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,488 shares; 2024Q4: 228,993 shares; 2025Q1: 226,431 shares; 2025Q2: 215,345 shares; 2025Q3: 215,345 shares; 2025Q4: 212,870 shares; 2026Q1: 207,624 shares; 2026Q2: 205,864 shares 205,864 $7.58M 2.57% -1,760 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,987 shares; 2025Q3: 83,398 shares; 2025Q4: 81,720 shares; 2026Q1: 81,364 shares; 2026Q2: 80,005 shares 80,005 $7.26M 2.46% -1,359 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,424 shares; 2024Q4: 17,818 shares; 2025Q1: 17,649 shares; 2025Q2: 1,928 shares; 2025Q3: 17,642 shares; 2025Q4: 23,015 shares; 2026Q1: 22,027 shares; 2026Q2: 21,831 shares 21,831 $6.32M 2.14% -196 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,692 shares; 2024Q4: 45,118 shares; 2025Q1: 50,267 shares; 2025Q2: 59,125 shares; 2025Q3: 76,128 shares; 2025Q4: 86,101 shares; 2026Q1: 99,691 shares; 2026Q2: 106,332 shares 106,332 $5.34M 1.81% +6,641 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,796 shares; 2024Q4: 75,943 shares; 2025Q1: 67,444 shares; 2025Q2: 56,496 shares; 2025Q3: 66,140 shares; 2025Q4: 64,940 shares; 2026Q1: 61,948 shares; 2026Q2: 56,420 shares 56,420 $4.67M 1.58% -5,528 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,134 shares; 2024Q4: 40,578 shares; 2025Q1: 42,782 shares; 2025Q2: 76,494 shares; 2025Q3: 74,369 shares; 2025Q4: 63,997 shares; 2026Q1: 62,973 shares; 2026Q2: 61,852 shares 61,852 $3.69M 1.25% -1,121 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,394 shares; 2024Q4: 71,394 shares; 2025Q1: 71,245 shares; 2025Q2: 70,489 shares; 2025Q3: 66,885 shares; 2025Q4: 66,885 shares; 2026Q1: 66,885 shares; 2026Q2: 64,310 shares 64,310 $3.47M 1.18% -2,575 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,115 shares; 2024Q4: 15,720 shares; 2025Q1: 8,987 shares; 2025Q2: 8,936 shares; 2025Q3: 8,327 shares; 2025Q4: 9,459 shares; 2026Q1: 8,551 shares; 2026Q2: 8,542 shares 8,542 $3.19M 1.08% -9 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,338 shares; 2024Q4: 17,579 shares; 2025Q1: 36,176 shares; 2025Q2: 24,979 shares; 2025Q3: 24,871 shares; 2025Q4: 24,770 shares; 2026Q1: 25,616 shares; 2026Q2: 25,242 shares 25,242 $3.15M 1.07% -374 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,588 shares; 2024Q4: 45,636 shares; 2025Q1: 43,570 shares; 2025Q2: 46,410 shares; 2025Q3: 46,242 shares; 2025Q4: 43,264 shares; 2026Q1: 42,592 shares; 2026Q2: 41,577 shares 41,577 $2.91M 0.98% -1,015 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,034 shares; 2024Q4: 16,973 shares; 2025Q1: 15,418 shares; 2025Q2: 15,174 shares; 2025Q3: 15,280 shares; 2025Q4: 20,843 shares; 2026Q1: 24,994 shares; 2026Q2: 24,287 shares 24,287 $2.75M 0.93% -707 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,387 shares; 2026Q1: 13,999 shares; 2026Q2: 55,852 shares 55,852 $2.7M 0.91% +41,853 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,975 shares; 2024Q4: 22,740 shares; 2025Q1: 22,805 shares; 2025Q2: 22,381 shares; 2025Q3: 20,550 shares; 2025Q4: 20,081 shares; 2026Q1: 20,081 shares; 2026Q2: 19,831 shares 19,831 $2.33M 0.79% -250 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,565 shares; 2024Q4: 3,076 shares; 2025Q1: 3,493 shares; 2025Q2: 2,824 shares; 2025Q3: 2,824 shares; 2025Q4: 3,057 shares; 2026Q1: 3,079 shares; 2026Q2: 3,051 shares 3,051 $2.28M 0.77% -28 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,414 shares; 2024Q4: 6,894 shares; 2025Q1: 7,568 shares; 2025Q2: 7,463 shares; 2025Q3: 7,603 shares; 2025Q4: 12,543 shares; 2026Q1: 10,378 shares; 2026Q2: 10,378 shares 10,378 $2.08M 0.7% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,001 shares; 2024Q4: 3,638 shares; 2025Q1: 3,298 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 7,299 shares; 2026Q1: 4,777 shares; 2026Q2: 4,777 shares 4,777 $2.01M 0.68% 0 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,559 shares; 2024Q4: 11,713 shares; 2025Q1: 12,895 shares; 2025Q2: 59,449 shares; 2025Q3: 58,325 shares; 2025Q4: 58,218 shares; 2026Q1: 58,218 shares; 2026Q2: 51,912 shares 51,912 $1.93M 0.65% -6,306 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,836 shares; 2025Q3: 48,836 shares; 2025Q4: 48,836 shares; 2026Q1: 48,836 shares; 2026Q2: 48,836 shares 48,836 $1.89M 0.64% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,467 shares; 2025Q3: 20,467 shares; 2025Q4: 19,878 shares; 2026Q1: 18,801 shares; 2026Q2: 18,200 shares 18,200 $1.76M 0.59% -601 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,455 shares; 2025Q1: 1,450 shares; 2025Q2: 1,452 shares; 2025Q3: 1,695 shares; 2025Q4: 2,307 shares; 2026Q1: 2,275 shares; 2026Q2: 2,253 shares 2,253 $1.66M 0.56% -22 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,923 shares; 2024Q4: 51,270 shares; 2025Q1: 29,669 shares; 2025Q2: 23,643 shares; 2025Q3: 21,589 shares; 2025Q4: 20,578 shares; 2026Q1: 20,895 shares; 2026Q2: 21,195 shares 21,195 $1.65M 0.56% +300 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,350 shares; 2024Q4: 18,162 shares; 2025Q1: 18,162 shares; 2025Q2: 17,337 shares; 2025Q3: 17,987 shares; 2025Q4: 18,404 shares; 2026Q1: 17,987 shares; 2026Q2: 17,987 shares 17,987 $1.49M 0.5% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,574 shares; 2024Q4: 9,990 shares; 2025Q1: 9,574 shares; 2025Q2: 9,571 shares; 2025Q3: 8,349 shares; 2025Q4: 8,349 shares; 2026Q1: 8,349 shares; 2026Q2: 8,335 shares 8,335 $1.39M 0.47% -14 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,016 shares; 2024Q4: 6,266 shares; 2025Q1: 5,863 shares; 2025Q2: 3,778 shares; 2025Q3: 5,918 shares; 2025Q4: 6,921 shares; 2026Q1: 5,718 shares; 2026Q2: 5,122 shares 5,122 $1.22M 0.41% -596 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,195 shares; 2024Q4: 1,184 shares; 2025Q1: 1,171 shares; 2025Q2: 1,164 shares; 2025Q3: 1,173 shares; 2025Q4: 1,236 shares; 2026Q1: 1,128 shares; 2026Q2: 1,069 shares 1,069 $1M 0.34% -59 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,664 shares; 2024Q4: 17,664 shares; 2025Q1: 17,664 shares; 2025Q2: 16,821 shares; 2025Q3: 16,821 shares; 2025Q4: 16,821 shares; 2026Q1: 16,821 shares; 2026Q2: 16,821 shares 16,821 $925K 0.31% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 503 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 1,178 shares; 2025Q4: 1,178 shares; 2026Q1: 1,178 shares; 2026Q2: 1,178 shares 1,178 $829K 0.28% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,148 shares; 2025Q1: 1,686 shares; 2025Q2: 1,333 shares; 2025Q3: 1,142 shares; 2025Q4: 1,183 shares; 2026Q1: 1,205 shares; 2026Q2: 1,165 shares 1,165 $800K 0.27% -40 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,357 shares; 2025Q4: 3,369 shares; 2026Q1: 3,372 shares; 2026Q2: 3,376 shares 3,376 $799K 0.27% +4 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,300 shares; 2025Q3: 9,300 shares; 2025Q4: 27,662 shares; 2026Q1: 26,842 shares; 2026Q2: 26,842 shares 26,842 $790K 0.27% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,076 shares; 2025Q2: not reported; 2025Q3: 5,031 shares; 2025Q4: 5,031 shares; 2026Q1: 5,031 shares; 2026Q2: 4,969 shares 4,969 $785K 0.27% -62 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,860 shares; 2024Q4: 12,117 shares; 2025Q1: 12,117 shares; 2025Q2: 11,939 shares; 2025Q3: 11,841 shares; 2025Q4: 11,805 shares; 2026Q1: 11,164 shares; 2026Q2: 10,925 shares 10,925 $747K 0.25% -239 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,239 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,450 shares; 2026Q1: 2,286 shares; 2026Q2: 2,086 shares 2,086 $737K 0.25% -200 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,219 shares; 2025Q1: 22,717 shares; 2025Q2: 23,302 shares; 2025Q3: 22,548 shares; 2025Q4: 22,770 shares; 2026Q1: 22,958 shares; 2026Q2: 22,958 shares 22,958 $728K 0.25% 0 Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,470 shares; 2025Q2: 19,470 shares; 2025Q3: 19,470 shares; 2025Q4: 131,962 shares; 2026Q1: 131,962 shares; 2026Q2: 61,962 shares 61,962 $718K 0.24% -70,000 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,423 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,396 shares; 2025Q4: 3,692 shares; 2026Q1: 3,692 shares; 2026Q2: 3,692 shares 3,692 $703K 0.24% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,978 shares; 2024Q4: 2,509 shares; 2025Q1: 2,538 shares; 2025Q2: 2,442 shares; 2025Q3: 2,424 shares; 2025Q4: 3,231 shares; 2026Q1: 2,368 shares; 2026Q2: 1,942 shares 1,942 $694K 0.23% -426 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,072 shares; 2025Q3: 13,072 shares; 2025Q4: 13,072 shares; 2026Q1: 13,072 shares; 2026Q2: 13,072 shares 13,072 $648K 0.22% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 1,492 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 864 shares; 2026Q2: 864 shares 864 $645K 0.22% 0 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,007 shares; 2024Q4: 17,902 shares; 2025Q1: 19,155 shares; 2025Q2: 19,745 shares; 2025Q3: 21,913 shares; 2025Q4: 21,016 shares; 2026Q1: 20,977 shares; 2026Q2: 20,736 shares 20,736 $601K 0.2% -241 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487 shares; 2024Q4: 498 shares; 2025Q1: 1,330 shares; 2025Q2: 495 shares; 2025Q3: 484 shares; 2025Q4: 534 shares; 2026Q1: 484 shares; 2026Q2: 484 shares 484 $581K 0.2% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,209 shares; 2025Q3: 11,209 shares; 2025Q4: 11,209 shares; 2026Q1: 11,209 shares; 2026Q2: 11,209 shares 11,209 $579K 0.2% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,181 shares; 2025Q3: 14,181 shares; 2025Q4: 14,181 shares; 2026Q1: 14,181 shares; 2026Q2: 14,181 shares 14,181 $570K 0.19% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,127 shares; 2024Q4: 7,336 shares; 2025Q1: 7,336 shares; 2025Q2: 7,316 shares; 2025Q3: 6,768 shares; 2025Q4: 6,823 shares; 2026Q1: 6,823 shares; 2026Q2: 6,543 shares 6,543 $501K 0.17% -280 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,145 shares; 2024Q4: 17,859 shares; 2025Q1: 17,859 shares; 2025Q2: 10,255 shares; 2025Q3: 10,255 shares; 2025Q4: 10,255 shares; 2026Q1: 10,255 shares; 2026Q2: 10,179 shares 10,179 $459K 0.16% -76 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,133 shares; 2024Q4: 4,133 shares; 2025Q1: 4,133 shares; 2025Q2: 4,133 shares; 2025Q3: 4,133 shares; 2025Q4: 4,245 shares; 2026Q1: 4,245 shares; 2026Q2: 4,245 shares 4,245 $434K 0.15% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,508 shares; 2024Q4: 4,508 shares; 2025Q1: 4,508 shares; 2025Q2: 4,658 shares; 2025Q3: 5,875 shares; 2025Q4: 5,444 shares; 2026Q1: 5,444 shares; 2026Q2: 5,203 shares 5,203 $426K 0.14% -241 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,737 shares; 2024Q4: 3,808 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares; 2026Q1: 3,950 shares; 2026Q2: 3,950 shares 3,950 $421K 0.14% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,699 shares; 2024Q4: 1,620 shares; 2025Q1: 8,660 shares; 2025Q2: not reported; 2025Q3: 1,409 shares; 2025Q4: 1,825 shares; 2026Q1: 1,565 shares; 2026Q2: 1,566 shares 1,566 $398K 0.13% +1 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,806 shares; 2025Q1: 1,785 shares; 2025Q2: 1,785 shares; 2025Q3: 1,804 shares; 2025Q4: 1,813 shares; 2026Q1: 1,823 shares; 2026Q2: 1,823 shares 1,823 $397K 0.13% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,883 shares; 2025Q1: 1,890 shares; 2025Q2: 1,342 shares; 2025Q3: 1,739 shares; 2025Q4: 1,592 shares; 2026Q1: 1,287 shares; 2026Q2: 1,287 shares 1,287 $390K 0.13% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,629 shares; 2025Q1: 1,629 shares; 2025Q2: 1,651 shares; 2025Q3: 1,651 shares; 2025Q4: 1,629 shares; 2026Q1: 1,629 shares; 2026Q2: 1,607 shares 1,607 $390K 0.13% -22 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,817 shares; 2025Q3: 4,817 shares; 2025Q4: 4,817 shares; 2026Q1: 4,817 shares; 2026Q2: 4,017 shares 4,017 $388K 0.13% -800 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $383K 0.13% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119 shares; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 119 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares; 2026Q2: 119 shares 119 $380K 0.13% 0 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,557 shares; 2026Q2: 9,557 shares 9,557 $380K 0.13% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,174 shares; 2026Q1: 1,140 shares; 2026Q2: 1,140 shares 1,140 $378K 0.13% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares; 2026Q1: 3,320 shares; 2026Q2: 3,320 shares 3,320 $366K 0.12% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,935 shares; 2024Q4: 10,609 shares; 2025Q1: 30,353 shares; 2025Q2: 11,020 shares; 2025Q3: 11,020 shares; 2025Q4: 9,416 shares; 2026Q1: 9,890 shares; 2026Q2: 10,617 shares 10,617 $362K 0.12% +727 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,049 shares; 2026Q1: 1,019 shares; 2026Q2: 1,019 shares 1,019 $350K 0.12% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,406 shares; 2025Q2: 7,591 shares; 2025Q3: 7,591 shares; 2025Q4: 7,560 shares; 2026Q1: 8,194 shares; 2026Q2: 8,237 shares 8,237 $344K 0.12% +43 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 587 shares; 2024Q4: 585 shares; 2025Q1: 595 shares; 2025Q2: 493 shares; 2025Q3: 598 shares; 2025Q4: 798 shares; 2026Q1: 603 shares; 2026Q2: 615 shares 615 $308K 0.1% +12 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,299 shares; 2024Q4: 5,299 shares; 2025Q1: 5,299 shares; 2025Q2: 5,299 shares; 2025Q3: 5,168 shares; 2025Q4: 5,168 shares; 2026Q1: 5,168 shares; 2026Q2: 5,168 shares 5,168 $287K 0.1% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,853 shares; 2025Q1: 2,853 shares; 2025Q2: 2,853 shares; 2025Q3: 2,853 shares; 2025Q4: 1,969 shares; 2026Q1: 1,969 shares; 2026Q2: 1,969 shares 1,969 $279K 0.09% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 516 shares; 2025Q1: not reported; 2025Q2: 516 shares; 2025Q3: 516 shares; 2025Q4: 516 shares; 2026Q1: 516 shares; 2026Q2: 3,096 shares 3,096 $267K 0.09% +2,580 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: 1,034 shares; 2025Q1: 769 shares; 2025Q2: 780 shares; 2025Q3: 805 shares; 2025Q4: 949 shares; 2026Q1: 739 shares; 2026Q2: 753 shares 753 $258K 0.09% +14 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,260 shares; 2024Q4: 14,161 shares; 2025Q1: 14,171 shares; 2025Q2: 14,428 shares; 2025Q3: 12,949 shares; 2025Q4: 10,203 shares; 2026Q1: 13,080 shares; 2026Q2: 13,297 shares 13,297 $254K 0.09% +217 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,892 shares; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $246K 0.08% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 271 shares; 2026Q1: 243 shares; 2026Q2: 243 shares 243 $238K 0.08% 0 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,108 shares; 2024Q4: 5,108 shares; 2025Q1: 5,108 shares; 2025Q2: 5,108 shares; 2025Q3: 5,108 shares; 2025Q4: 4,280 shares; 2026Q1: 4,280 shares; 2026Q2: 4,280 shares 4,280 $228K 0.08% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,073 shares; 2026Q1: not reported; 2026Q2: 893 shares 893 $225K 0.08% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,041 shares 6,041 $218K 0.07% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 966 shares 966 $216K 0.07% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,382 shares; 2026Q2: 6,436 shares 6,436 $206K 0.07% +54 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,225 shares; 2025Q1: 34,225 shares; 2025Q2: 34,225 shares; 2025Q3: 34,225 shares; 2025Q4: 34,225 shares; 2026Q1: 34,225 shares; 2026Q2: 34,225 shares 34,225 $173K 0.06% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 183 shares 183 $74.4K 0.03% new Timeline